ESOP · DOL Form 5500 · 2022
Peoples Security Bank & Trust Company ESOP
Data updated 2026-08-11
- $6M
- Total assets
- 327
- Participants
- 55th
- Percentile by assets
- $18,811
- Avg per participant
Official DOL plan name: Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance
$6M in assets, 327 participants
Peoples Security Bank & Trust Company's Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported $6M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 55th percentile by assets (of 139,126 plans)
- #3,571 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan covers 327 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.
- $6M
- total plan assets (2022 EOY)
- 327
- covered participants
- 55th
- percentile by assets (of 139,126 plans)
- $18,811
- avg assets per participant
The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Peoples Security Bank & Trust Co. Employee Stock Ownership Plan sits by total assets
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,151,292 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reports 327 participants - about 40% of that state average ($6M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$396K |
| Employer EIN | 240603570 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peoples Security Bank & Trust Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 765 | $63M |
| 2023 | 3 | 788 | $70M |
| 2024 | 3 | 789 | $77M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Peoples Security Bank & Trust Co. Employee Stock Ownership Plan assets move in 2022? ▼
How have Peoples Security Bank & Trust Company plan assets changed over time? ▼
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Filing takeaways
Ways to act on Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's numbers.
- By total assets, Peoples Security Bank & Trust Co. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Peoples Security Bank & Trust Company's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Finance & Insurance plans